← NJ Mutual Fund

NJ ELSS Tax Saver Scheme

ELSS Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
25
Jul 2026
Equity Holdings
₹342.94 Cr
Equity only, excl. debt & cash
AAUM
₹323.74 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.5%
Moderate
Top 10 Weight
50.2%
Moderate
Changes
25
1 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
14.7% of portfolio
Launch Date
13 Mar 2023
3 years old

AAUM (Average Assets Under Management) of ₹323.74 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month NJ ELSS Tax Saver Scheme made 1 new addition and exited 1 stock this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 2.55% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.32%. Among existing holdings, Hero MotoCorp Limited saw the biggest increase — now at 5.02% of the portfolio. Akzo Nobel India Limited was trimmed the most, now at 4.73%. Pidilite Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 14.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 14.1% 13.8% -0.3%
Finance 13.5% 13.5% 0.0%
Healthcare Services 6.9% 7.0% +0.1%
Capital Markets 5.9% 5.8% -0.1%
Chemicals & Petrochemicals 5.4% 5.7% +0.4%
Textiles & Apparels 5.2% 5.5% +0.4%
Auto Components 5.1% 5.5% +0.4%
Consumer Durables 5.3% 5.4% +0.1%
Agricultural Food & other Products 5.3% 5.3% +0.1%
Banks 4.7% 4.9% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 13.8% 14.7% +0.9%
Finance 13.5% 13.0% -0.5%
Healthcare Services 7.0% 7.6% +0.5%
Chemicals & Petrochemicals 5.7% 5.6% -0.1%
Capital Markets 5.8% 5.5% -0.3%
Auto Components 5.5% 5.4% 0.0%
Agricultural Food & other Products 5.3% 5.3% +0.0%
Textiles & Apparels 5.5% 5.2% -0.3%
Automobiles 4.6% 5.0% +0.4%
IT - Software 4.7% 4.9% +0.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
2.55% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
2.32% was held · Pharmaceuticals & Biotechnology
Biggest Add
Hero MotoCorp Limited
+0.39% · now 5.02%
Biggest Trim
Akzo Nobel India Limited
-0.65% · now 4.73%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 11 Increased ↓ 12 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹8.82 Cr
Pharmaceuticals & Biotechnology 2.55%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹7.73 Cr
Pharmaceuticals & Biotechnology 2.32%
#StockSectorJun 2026Jul 2026Change
1
Hero MotoCorp Limited
₹17.33 Cr
Automobiles 4.63% 5.02% +0.39%
2
Dr. Lal Path Labs Limited
₹13.04 Cr
Healthcare Services 3.38% 3.77% +0.39%
3
Divi's Laboratories Limited
₹8.55 Cr
Pharmaceuticals & Biotechnology 2.09% 2.47% +0.38%
4
Mphasis Limited
₹16.88 Cr
IT - Software 4.67% 4.89% +0.22%
5
Abbott India Limited
₹11.08 Cr
Pharmaceuticals & Biotechnology 3.04% 3.20% +0.16%
6
Rainbow Childrens Medicare Limited
₹13.13 Cr
Healthcare Services 3.65% 3.80% +0.15%
7
Pfizer Limited
₹11.17 Cr
Pharmaceuticals & Biotechnology 3.08% 3.23% +0.15%
8
CRISIL Limited
₹11.32 Cr
Finance 3.18% 3.28% +0.10%
9
Britannia Industries Limited
₹15.53 Cr
Food Products 4.42% 4.49% +0.07%
10
Marico Limited
₹18.44 Cr
Agricultural Food & other Products 5.31% 5.33% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Akzo Nobel India Limited
₹16.34 Cr
Consumer Durables 5.38% 4.73% -0.65%
2
The Great Eastern Shipping Company Limited
₹14.05 Cr
Transport Services 4.63% 4.07% -0.56%
3
Can Fin Homes Limited
₹12.38 Cr
Finance 3.93% 3.58% -0.35%
4
Page Industries Limited
₹18.01 Cr
Textiles & Apparels 5.53% 5.21% -0.32%
5
Aptus Value Housing Finance India Limited
₹9.40 Cr
Finance 3.01% 2.72% -0.29%
6
UTI Asset Management Company Limited
₹7.99 Cr
Capital Markets 2.48% 2.31% -0.17%
7
HDFC Asset Management Company Limited
₹10.88 Cr
Capital Markets 3.31% 3.15% -0.16%
8
Pidilite Industries Limited
₹19.22 Cr
Chemicals & Petrochemicals 5.70% 5.56% -0.14%
9
AU Small Finance Bank Limited
₹16.49 Cr
Banks 4.90% 4.77% -0.13%
10
Bayer Cropscience Limited
₹14.59 Cr
Fertilizers & Agrochemicals 4.28% 4.22% -0.06%

What Stocks Does This Fund Hold?

25 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹19.22 Cr
Chemicals & Petrochemicals
5.56%
2
₹18.73 Cr
Auto Components
5.42%
3
₹18.44 Cr
Agricultural Food & other Products
5.33%
4
₹18.01 Cr
Textiles & Apparels
5.21%
5
₹17.33 Cr
Automobiles
5.02%
6
₹16.88 Cr
IT - Software
4.89%
7
₹16.53 Cr
Electrical Equipment
4.78%
8
₹16.49 Cr
Banks
4.77%
9
₹16.34 Cr
Consumer Durables
4.73%
10
₹15.53 Cr
Food Products
4.49%
🏆 Top stocks held by ELSS funds
See which stocks all active ELSS fund managers are buying — ranked by total value invested
🏦 NJ Mutual Fund — Portfolio & Holdings
See all funds managed by NJ Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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